First International Investment

At our core, we believe that money's greatest intrinsic value is its ability to give you control over your time. With this belief in mind, we strive to provide financial planning services that empower you to spend your time on what matters most to you, while we handle the complexities of managing your finances.

Financial Planning Services

Our financial planning services are designed to provide you with a comprehensive and personalized plan that takes into account your unique goals, circumstances, and values. We offer the following services:

• Cash Flow Management: We begin by assessing your current cash flow and identifying opportunities for efficiency. Our goal is to help you allocate as much of your income as possible towards your other financial goals.
• Retirement Planning: We work with you to uncover what retirement means to you and create a plan to help you achieve those goals. From Social Security strategies to investment reviews, we ensure that you're covered.
• Estate and Charitable Planning: We partner with attorneys to make sure you have a solid plan in place for when you're gone. We help you protect your assets and leave behind a lasting legacy.
• Tax Management Strategies: We help you manage your taxes efficiently throughout all your investment strategies. After all, you've worked hard to create wealth, and we're committed to helping you manage it.
• Life Insurance and Long-term Care Planning: We help you plan for your later years, so you can sleep easy knowing that you're protected, no matter what.
• Business Planning: We work with businesses to provide retirement plans, buy/sell agreements, and assistance with exit strategies. We believe that you know how to run your business best, and we're here to help take it to the next level.

Our Process

Our process begins with understanding your goals, values, and concerns. From there, we analyze your current financial situation and create a personalized plan to help you achieve your objectives. We leverage the resources of LPL Financial, a registered investment advisor and broker-dealer, to offer securities and advisory services. Insurance products are offered through LPL or its licensed affiliates.

First International Bank & Trust and First International Investments are not registered as a broker-dealer or investment advisor. Financial professionals associated with LPL may offer products and services using First International Investments, and may also be employees of First International Bank & Trust. While we provide referrals to financial professionals of LPL, we are not current clients of LPL for advisory services.

Meet the Team

Eric Isaak, CFP

Eric is a Certified Financial Planner with a passion for building long-term relationships with his clients. He considers every client a lifelong friend and takes their relationships seriously. Eric and his wife moved to the Fargo area in 2017, and since then, they have added two great kids to their family. Together, they love to travel, spend time with family, and enjoy the outdoors. Eric is committed to helping you achieve your financial dreams, whether that's spending more time with family, traveling the world, or changing careers to follow your passion.